AddressAbout Us
Aeries Technology is a Nasdaq listed global professional services and consulting partner, headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with the right mix of deep vertical specialty, functional expertise, and the right systems & solutions to scale, optimize and transform their business operations with unique customized engagement models. Aeries is Great Place to Work certified by GPTW India, reflecting our commitment to fostering a positive and inclusive workplace culture for our employees. Read about us at https://aeriestechnology.com
About Business Unit
Quickbase provides a cloud-based platform for creating business applications. The platform offers lowcode development, integration, and workflow orchestration. Quickbase also supports prototyping and application architecture
Roles and Responsibility
Job Description: Customer Success Associate
Position Overview: The Customer Success Associate is a critical support role within the Customer Success team, responsible for ensuring the smooth operations and coordination of activities that contribute to Customer Success. This position involves administrative tasks, data management, and assisting Customer Success Managers to enhance customer relationships and overall satisfaction.
Key Responsibilities:
1.Data Management: Maintain accurate and up-to-date customer data in the CRM system, ensuring that customer profiles, interactions, and history are properly documented.
2.Customer Health: Monitor the health of the customer base; validating risk or expansion flags and providing actionable insights to the Account Teams
3.Customer Engagement: Review and triage Customer Success engagement requests, including execution of initial customer research and related discovery required for the engagement. Collaborate with Sales, Marketing, and Support teams to ensure alignment and consistency in customer interactions.
4.Administrative Support: Assist in scheduling meetings, coordinating customer communications, and managing calendars for Customer Success Managers.
5.Documentation: Prepare and organize customer-related documents, contracts, and reports, and ensure they are easily accessible for the team.
6.Metrics and Reporting: Assist in tracking and compiling key performance metrics related to Customer Success, including retention rates, engagement levels, and customer feedback.
7.Feedback Collection: Assist in gathering customer feedback and survey responses, compiling insights cross-departmentally, summarizing and advocating for priority needs/issues
8.Training and Enablement: Help organize training sessions, webinars, and workshops for customers, ensuring smooth logistics and participation tracking.
Qualifications:
- Bachelor's degree in Business Administration, Communication, or a relevant experience
- Proven experience in an administrative or support role, preferably in a customer-facing environment.
- Strong organizational skills and attention to detail.
- Proficiency in using customer relationship management (CRM) software and office productivity tools.
- Excellent communication skills, both written and verbal.
- Ability to prioritize tasks and manage multiple responsibilities concurrently.
- Customer-centric mindset and ability to work collaboratively within a team.
- Basic understanding of Customer Success principles and methodologies.
- Adaptability to learn new tools and processes quickly.
- Problem-solving skills and the ability to handle customer inquiries professionally.
- Strong analytical skills with the ability to translate data into actionable insights.
